Retirement | Poterack

Poterack Capital Advisory

You Can't Take It With You

There are two outcomes for your wealth. Either you spend and enjoy your wealth, or someone else will! We all seek to grow and protect our...

Poterack Capital Advisory

Retirement Payment Protection Plan

I’ve lectured and written about how important income planning is. Income planning strategies are very different than growth strategies....

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Play By The Rules

“Play by the rules” and “be a good sport” were heard by many of us growing up. We typically use different terms as we get older, such as...

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What if I Die or Retire?

I want to begin this article assuring you that both elements of the headline will happen. It is not a matter of “if” but “when”. As I’ve...

Poterack Capital Advisory

Leverage Your Money for Retirement Income

If you haven’t retired yet, then your primary investment objective may be growth. Why does a person invest for growth while they are...

Poterack Capital Advisory

The Wisdom and Potential Profit in Self-Awareness

Successful investing, and success at most anything in life can be a mix of skills, luck, relationships, timing, and a variety of...

Poterack Capital Advisory

Control What You Can Control, and Don't Sweat The Rest

There are many circumstances in life and business that we have no control over. We may accept that we have no control over these...